Family transition & wealth tax

If you’re reading this, chances are you’re an individual of high net worth; and, as such, you probably have many, many demands on your time. Ironically, this probably results in your not having sufficient the time to dedicate to the efficient development and management of your private financial affairs. And as you are only too well aware, the fact that you are highly successful doesn’t necessarily mean that you have the specific personal wealth-management skills, or, indeed, a grasp of the intricacies of trust & estate law, that are central to the successful administration of your assets. So, how do go about the business of effectively enhancing and preserving your personal wealth? How do you effectively manage your risk exposure and build the value of your assets in a way that truly reflects who you are, and where you want to go? The fact of the matter is that you need reliable, trustworthy help to remove the uncertainty involved in planning and protecting your personal finances.

If this is your situation

• You believe that your personal assets may be more vulnerable than they ought to be.
• You concerned that you do not have the necessary controls in place to pass your wealth on to your family.
• You feel weighed down with the responsibility of your own personal wealth management and require outside assistance.
• You want to find a more efficient—and effective way—of maintaining your bank accounts and investment portfolios.
• You need help with bookkeeping, accounts preparation and the regular reporting of financial information.
• You have to deal with the fact that you possess a large number of global assets, some of your family members periodically live outside your home country.
• You would like to find a way to disperse income and/or funds during such periods.
• You think your personal wealth is not growing fast enough; you want advice to correct the situation.
• You want advice on trust formation and on-going administration.

How PwC can help you

At PwC our personal financial practice is dedicated to the task of helping you devise long-term strategies that will safeguard and increase your wealth. Our highly-trained financial advisers will thoroughly evaluate your financial position in order to develop a comprehensive wealth-management that is tailored to your specific needs and situation. We never, ever, provide “off-the-shelf” plans that have been modified or borrowed from another client. You will find that our seasoned professionals can guide you through today’s financial planning challenges: the large number of new investment vehicles, insurance products and retirement plans, changes in tax law and regulations, as well as the intricacies of trusts and estate planning. In fact, we can provide assistance in virtually every aspect of personal tax services, financial administration and reporting, income tax planning and compliance, and wealth transfer (estate, gift and philanthropic) planning. We will work with you to create a plan based on impartial, well-timed, precise guidance that will help you avoid financial hazards and achieve long term financial security. Let us show you how.